新產品開發是企業獲得經濟上成長與永續經營的基石，創新的成功產品可為企
業帶來豐厚利潤，擴大產品市佔率也是各企業終極目的，身處計劃趕不上變化的十
倍速時代，尤其是資訊電子業，必須有能力認知市場的需求，有能力精準而快速研
發及製造出符合市場需求的產品，並以低成本與符合或超過顧客要求的品質及時上
市。因之，欲達此目的，不僅僅是行銷策略，也不僅僅是研發設計的水準，或製造
基地的大小，而是以上三者的快速整合。
成功的產品開發與製造流程系統，意謂著面對市場時，能先立於不敗之地，就
產品製造面而言，好的產品設計可能代表百分之八十以上的成功，當然也代表獲取
超額利潤的開始。除了藝術品外，很少產品是經由單獨的個人所研發製造完成的，
尤其處於科技突飛猛進的網路時代，一群人共組成一個專案團隊進行專案管理已被
証明為最有效的訊息，資源與技術整合方式，專案管理必須整合不同的技術團隊，
滿足不同利益關係人，其間各功能領域的績效標準與品質的要求往往為新產品開發
製造带來不同的挑戰。
本研究欲以電子業EMS 廠於新產品試產如何在管理上應用專案管理與技術上應
用設計評核(DFX)法與階段關卡流程(Stage gate process)為研究主題，以個案方式
提供研發單位與製造單位之間如何於技術移轉時導入製造設計評核(DFM )的應用，
以工廠的觀點與製程的經驗提供新產品設計時的可量產性驗證，並於試產驗證時採
用階段關卡流程法之精神，界定階段結束的標準(phase exit criteria)，以期能達
成將新產品以最適品質，最低成本與及時安全量產(Safe launch )上市之目的。

New product development is the foundation for an enterprise to successfully
achieve its financial growth and to continuously operate the business. An innovative
product can bring a great deal of profits to the enterprise, as well as extend its market
share—the ultimate goal of all enterprises. For the field of electrical communication, an
industry with a rapidity of changes, the enterprise requires the capability to clearly
identify the market demands of the product, to accurately speed up its development
process, and to produce the product to satisfy and meet the market demands, with low
cost and high or higher quality expected by the customer. Hence, in order to achieve
these goals mentioned above, a company shall focus on how to integrate its marketing
strategies, exceptional R&D competency, and adequate manufacturing base at a great
speed.
A successful product development and manufacture implies the great probability for
the product to be successfully delivered to the market. A great product design might be
considered as a 80% achievement and therefore a remarkable profits. Except the
development of the work of art, the product development can rarely be completed
individually or without cross-functional participations and efforts. Project management,
performed by a group of people as a project team, has been well proved to be the most
effective and sufficient method to utilize and integrate information, resources and
technology. Moreover, project management must link up different technical teams and
satisfy the needs of various shareholders. In the meanwhile, it is significant to define the
standards and base- lines of each field of the product because those are the essential
elements that bring challenges to the process of the new product development and its
manufacture.
The objective of this research is to discuss how an EMS-oriented manufacture in
electrics industry implements project management to its management level and
introduces DFX (Design for Excellence) and Stage Gate Process in its technical aspect.
By the technique of case study, this research provides: 1) the application of DFM (Design
for Manufacturing) for both the R&D and the manufacturing departments during the
technical transfer and 2) the verification for a product to its mass production based on the
III
manufacturing experiences from factory’s point of view. In addition, by adopting the
essence of Stage Gate Process during the pilot run verification, this research demonstrates
how the Phase Exit Criteria can benefit the team to achieve the most appropriate quality
product with the lowest cost, and the last but not the least, to execute the Safe Launch so that the product can promptly enter the market.

一、中文部分
1.社團法人中華專案管理協會編；專案管理入門寶典，民國94 年
2.白光華，創新協同產品研發，中國生產力中心，民國92 年
3.何文榮．許光華編著，專案管理-理論與實務，台北，華泰書局，民國87 年
4.許成績主編，現代專案管理教材，台北，博碩文化股份有限公司，民國93 年
5.黃士杰，「由專案管理的關鍵成功因素來探討新產品開發一以N 公司為案例」交
大經營管理研究所，碩士論文，民國89 年
6.PMI 專案管理學會(Project Management Institute)；專案管理知識體系導讀指
南；熊培霖、吳俊德、蘇佳慧譯；台北：博碩策略顧問股份有限公司，民國91 年
7.張書文．戴華亭譯；產品設計與開發 美商 麥格羅.希爾 普林斯頓國際有限公司，
民國94 年
8.Robert G. Cooper ,巫宗融譯；新產品完全開發手冊；台北：遠流出版事業股份
有限公司，民國89 年
9.James P . Lewis 著，鄭文彬．謝秋泉譯，專案管理三部曲 Project Planning ,
Scheduling , and Control;博頡策略顧問股份有限公司，民國94 年
10.Dennis Lock 著，周庭銳．陳淑青譯，台北，華泰文化事業公司，民國90 年
11.周文賢、林佳力；新產品開發與管理；台北：華泰文化事業股份有限公司，民國
90 年
12.林淑英 ; 新產品開發過程之組織互動分析 ; 高雄：國立中山大學 ;企業管理研
究所碩士論文，民國77 年
13.秦國元；再造新產品開發流程之研究─以電腦零組件廠商為例>；台北：國立台
灣科技大學；工業管理系碩士論文，民國89 年
14.高旭、陸正平；ISO 9001:2000 品質管理應用與稽核實務；台北：中華民國品質
學會，民國92 年
15.黃凱鴻；新產品開發績效評估項目之研究；台北：國立台灣科技大學；設計研究
所碩士論文，民國92 年
75
16.黃福生；台灣高科技電子產業新產品開發流程管理之探討；新竹：國立交通大學；
高階主管管理學程碩士論文，民國90 年
17.楊長林；新產品開發設計與定位、流程、績效評估之整合性管理研究；台北：國
立台灣科技大學；工業管理系博士論文，民國91 年
18.邱俊仁；專案管理應用於新產品開發之研究；新竹：國立交通大學；管理科學研
究所碩士論文，民國94 年
19.蔣維理；成功的新產品開發模式研究；新竹：國立交通大學；高階主管管理學程
碩士論文，民國91 年
20.賴士葆；研究發展/行銷/製造三部門互動與產品發展績效相關研究；中華經濟企
業研究論叢；台北：中華經濟研究院，民國78 年
21.賴明輝；新產品開發架構之建立與運用；台北：淡江大學；管理科學研究所碩士
論文，民國79 年
22.梅田弘之;專案管理實務入門;台北:博碩文化，民國93 年
23. 胡江銘．邱美慧 譯；專案管理策略精論; 博頡策略顧問股份有限公司，民國
93 年
24.Helen S Cooke& Karen Tate 著，劉復苓譯；專案管理 美商 麥格羅.希爾 普林
斯頓國際有限公司，民國94 年
25.Stephen P. Robbins 著，領導學，李弘暉審訂，台北，全華科技圖書，民國93
年
二、英文部分
1. Munns A K & Bjeirmi B (1996) ; The role of Project management in achieving project
success ;International Journal of Project Management ; Vol.14; N0.2; PP.81-87
2.Booz, A. J. & Allen, B.C. & Hamilton, P. J.(1982);New Products Management for The
1980s ; New York-Booz ;Allen and Hamilton Inc
3.Brown,S.L. & Eisenhardt ,K.M. (1995) ;Product development :past research,present
findings and future directions ;Academy of Management Reviews;20 (2);PP.343-378
4.P. Hersey and K. H. Blanchard, (1993) Management of Organizational Behavior:
Utilizing Human Resources,6th ed., Upper Saddle River, NJ: Prentice Hall.
5.Wheelwright, S. C. and K. B. Clark, (1993) ”Creating Project Plan to Focus Product
Development”, Harvard Business Review,pp. 70-83,Mar.-Apr.
6.Cooper R.G. & E.J. Kleinschmidt (1984);New Product Strategies :What Distinguishes
The Top Performers?;Journal of Product Innovation Management ;No2; PP.151-164
7.James J. Jiang, Gary Klein & Joseph Balloun, (1996)” Ranking of System
Implementation Success Factors”, Project Management Journal, pp.49-53.
8.Cooper R.G. & E.J. Kleinschmidt (1988); Resource Allocation in the new product
process;Industrial Marketing Management; Vol.17;PP .249-262
9.Cooper R.G. & S.J. Edgett & E.J. Kleinschmidt (2000); New Problems, New Solutions:
Making Portfolio Management More Effective, Research Technology Management;
Vol.43;No.2 ;PP.1-25
10.Cooper R.G.(2000),Doing it right :winning with new products , Ivey Business
Journal,PP.1-10
11.Cooper, R. G. and E. J Kleinschmidt, (1993)” Uncover the Keys to New Product
Success”, Engineering Management Review,pp.5-18.
12.Crawford C.M., (1997) New Product Management, IRWIN, New York,
13.David I. Cleland & William Richard King,(1983) System Analysis and Project
Management, Mcgraw-Hill college;3rd edition.
14.James P. Lewis, (1998) Mastering Project Management, New York: McGraw-Hill
Companies.Inc.
15.Robert G. Cooper, (1990)” Stage-Gate Systems: A New Tool for Management New
Products”, Business Horizons,May.-Jun.,pp.41-56.
77
16.Robert K. Duke, (2002) H. Frwderick Wohlsen, and Douglas R, Mitchell,”Project
Management at Flour Utah, Inc. (1977)”, Project Management Quarterly, vol.3, pp.3,
17.Robert K. Yin, Case Study Research: Design and Methods, SAGE Publications 3rd
edition.
18.William H. Newman, E. Kirby Warren, and Andrew R, McGill, (1987) The Process of
Management: Strategy, Action, Result, Englewood Cliffs, NJ: Prentice Hall;6th edition,
三、 網路部分
1.美國專案管理學會網站：http://www.pmi.org/info/default.asp
2.中華專案管理學會網站：http://www.npma.org
3.Automotive Industry Action Group(2004);http://www.aiag.org
4.Internation Organization for Standardization (2004);http://www.iso.org
5.Product Development Institute(2004);http://www.prod_dev.com